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PRINCIPAL CAPITAL APPR INSTL (PWCIX) - free report >>
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PRINCIPAL CAPITAL APPR INSTL (PWCIX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Here are the funds that have achieved the Zacks Mutual Fund Rank #1 (Strong Buy) and have low fees.
Janus Henderson Enterprise I (JMGRX - Free Report) : 0.76% expense ratio and 0.64% management fee. JMGRX is a Mid Cap Growth mutual fund. Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. With annual returns of 10.05% over the last five years, this fund is a winner.
Principal Capital Appreciation I (PWCIX - Free Report) is a stand out amongst its peers. PWCIX is part of the Large Cap Blend section, and these mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a "buy and hold" mindset. With five-year annualized performance of 13.89%, expense ratio of 0.46% and management fee of 0.43%, this diversified fund is an attractive buy with a strong history of performance.
VALIC Company I Mid Cap Strategic Growth (VMSGX - Free Report) is an attractive large-cap allocation. VMSGX is a Global - Equity mutual fund. These funds invest in large markets like the U.S., Europe, and Japan, and operate with very few geographical limitations. VMSGX has an expense ratio of 0.75%, management fee of 0.66%, and annual returns of 11.47% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.